Our Blogs

• 09Dec2022

  A Reading List For Little Ones

  09Dec2022

  If there’s one thing that almost everyone I encounter agrees on, it’s that none of us were taught about money and how to save when we were at school. By this I’m referring to the absolute basics – where does money come from? Why does money exist? How should I treat money? Questions that may only get answered if your school offers GCSE Economics.

  By Tara Dennehy

  Access Level | public

  Generating growth

• 09Dec2022

  How Will The FTSE 100 End 2022?

  09Dec2022

  You may have seen an email earlier this week about a competition we are having over in our Gold Members Facebook Group. The premise is pretty simple, tell us where you think the FTSE 100 will end the year, and the closest guess wins a £50 Amazon gift card.

  By Ruairi Dennehy

  Access Level | member

  Market commentary

• 02Dec2022

  UK Investment Trusts - An Opportunity Inside An Opportunity

  02Dec2022

  We’ve covered it already in a recent blog and teleconference, but we believe the UK offers a considerable opportunity thanks to the valuations on offer. We’ve expanded this research to delve deeper into some investment trusts (ITs) in the UK, as much of our previous research centres on unit trusts (UTs). We are looking for discounts, consistently strong performance and a Value bias, which we will delve into below.

  By James Newstead

  Access Level | member

  Investment research

• 02Dec2022

  [Sector Edition] What’s Hot? China Hot, Americas Not

  02Dec2022

  China reigns supreme this month while Latin America slumps, but why is UK property struggling?

  By James Newstead

  Access Level | public

  What's Hot What's Not

• 02Dec2022

  [Fund Edition] What’s Hot? China Hot, Americas Not

  02Dec2022

  The hot funds this month are overwhelmingly funds from the China/Greater China sector, rebounding dramatically after appearing in the Not section of our blog last month, thanks to the Chinese government appearing to soften their zero-Covid stance, as well as extending an olive branch in terms of dialogue to Biden’s government.

  By James Newstead

  Access Level | member

  What's Hot What's Not

• 02Dec2022

  Dynamic Global Portfolio Review: December 2022

  02Dec2022

  In our monthly Dynamic Portfolio review we provide some background commentary and insights, as well as performance tables & graphs, risk tables, and where to go to find the new funds for each Dynamic Portfolio.

  By James Newstead

  Access Level | member

  Dynamic Portfolios

• 25Nov2022

  On the Path to Pragmatism [Matthews Asia Guest Blog]

  25Nov2022

  US-based Andy Rothman, Investment Strategist at Matthews Asia, outlines reasons for investors to be optimistic regarding China, who he says have potentially turned a corner and finally shown a return to the remarkable pragmatism that allowed them such growth and development.

  By Guest Blog

  Access Level | public

  Guest Blog

• 25Nov2022

  Gold Member Portfolio Ideas

  25Nov2022

  Thank you all for your personal portfolio feedback after the last teleconference, you are a fantastic bunch, and I have set out the spread of your approaches below.

  By Brian Dennehy

  Access Level | member

  Market commentary

• 25Nov2022

  Global Smaller Companies – Does Momentum Work?

  25Nov2022

  It certainly isn’t an idle question. For longer-term investors, smaller companies around the globe have proven pedigree e.g. our Dynamic UK Smaller Companies portfolio is a real star.

  By Ruairi Dennehy

  Access Level | member

  Investment research

• 18Nov2022

  Investment Trusts - Safer Income In Choppy Markets

  18Nov2022

  Income investors are primarily concerned with income growth, for obvious reasons, but what about just maintaining the income payout as the UK and most of the world head into recession?

  By James Newstead

  Access Level | member

  Investment research

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